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Developing UX Memo Template

  • Writer: Curtis Blair
    Curtis Blair
  • Jul 3, 2022
  • 3 min read

Overview

Focused exploration of my design and problem-solving process.


I created a minimalist case study template that focuses on a single challenging aspect of a project to share insights or lessons learned quickly. The collection of "memo" use cases aims to highlight how to pivot and adapt during the iterative process and share design insight.   

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What

Minimalist format for user experience case studies  


Process

Showcasing a single lesson learned or insight for adapting during the iterative design process 





Problem Statement

The project explored scenarios around creating use cases and determining how they are used to add value to projects. I established a research scope to focus on understanding practical applications and identifying user needs for reading this project documentation artifact.


Result

I created a memorandum portfolio template, which was socialized through Medium, and then I developed my UX Memorandum Portfolio to encourage documenting and sharing design insights throughout a project and foster collaboration.


Future Recommendations

  • Socialize the concept of brief single-focused use cases to gather feedback

  • Refine memorandum portfolio template for diverse presentations

Role

UX Designer

UX Skills

Qualitative Research

Desktop Research

UX Strategy

Service Design

User Interviews

Workshop Design

Facilitation

Project Management


Tools

Google Suites

Figma

Zoom






Design Process


Challenge

A challenge encountered on the project was adapting to a storytelling mindset to guide viewers through a narrative ach while determining what insight or lesson learned to showcase. Overall, the project's difficulty is learning how to be concise, yet still informative.




Initial Task

Research Questions

  • Who uses a use case?

  • What value is derived from a use case?

  • What is the relevance of portfolios?


Research Insight

Portfolios and cases studies provide insights into a designer's thought process for selecting design activities, exploring why that specific data was needed, and influencing the iterative design process





Literature Review

Online Articles and Recruiter Feedback

  • Compiled resources to find common purpose and structures

Who uses Portfolios?

  • Recruiters

  • Managers

  • Designers

How are Portfolios used?

Scan for titles, summaries, keywords

Results, Problem-solving, Annotations

Iterative process, Tools, Project Insights

Value from Portfolios?

Find qualified candidates

Review experiences and skills

Learn new techniques & skills



Determine the Viewer's Needs

Portfolios serve multiple purposes by concisely presenting skills, experiences, and design insights while considering the viewer's time limitation and purpose.


Essentially, the primary viewers of portfolios want to comprehend the essence of the use case as quickly as possible by assessing the problem, process, and progress.


Viewer's Perspective  

  • Problem - have you identified the problems?

  • Process - how did you explore those problems?

  • Progress - how did you solve those problems? 



Portfolio Website's Purpose

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Design Reviews

Design Portfolios 

Compiled UX Designer portfolios finding commonalities in the website's layout, structure, and purpose.

Website Basics

Home - Show distinction and specialization

About - Show interest and collaboration style 

Case Study - Show problem-solving approach

Resume - Show experience/ domain knowledge

Portfolio Assets

Assets - Resume, Portfolio, LinkedIn

Resume - Experiences and design impact

Portfolio- Why and how you complete a project

LinkedIn - Community and networking



Shared Attributes for Compelling UX Portfolio

  • Concise Content - Tailored materials and explanations throughout the iterative design process 

  • Scannable Layout - Visual hierarchy to improve scanning for context and comprehension

  • Annotations - Guide the viewer's attention, provide the purpose for viewing a project artifact



Design Insight

Portfolios are storytelling companions bestowing your skill and abilities through common themes - how you solve problems 



Design Experiment

Problem

Time constraints prevent detailed portfolio use case assessments


Hypothesis

Utilizing a concise memorandum-style template could improve evaluation by focusing on a single lesson learned, showcasing the design process, and overcoming setbacks.


UX Design Memorandum Use Case Template

A Memo Portfolio is a collection of brief case studies that offer insight into design practices by focusing on a single research insight or showcasing a lesson learned from overcoming setbacks.


UX Memo Layout

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Design Experiment Results

I socialized the memorandum portfolio template and concept via Medium and LinkedIn, generating community interest and feedback.



I refined the template and created my UX Memorandum Portfolio based on community comments.




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